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Structural Shift Fund - Carnelian Asset Management and Advisors Pvt Ltd

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Structural Shift Fund - Carnelian Asset Management and Advisors Pvt Ltd

Benchmark

BSE 500

Inception Date

Apr 2022

Min. Investment

10000000

AUM (Cr.)

UNDISC

Investment Performance

Investment Details

Fund designed to capture structural decadal shifts presenting large opportunity in 1. Mfg led by conducive regulatory and global environment 2. Tech evolution empowered by digital & SAAS platform with Indian co.s at the forefront •A unique blend of mid/small cap co.s across listed/AIF space

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of Stocks0
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age2 Yrs, 10 Months
SIPNot Available
STPNot Available

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception23.99%9.51%
1 Month-16.04%-7.85%
1 Year2.49%-1.51%
2 Year29.64%16.41%
3 Months-24.38%-12.40%
6 Months-17.11%-16.45%
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